Healh Insurance Sales Agent (70839)

“ Sanitas is a global healthcare organization expanding across the United States. Our services include primary care, urgent care, nutrition, lab, diagnostic, health care education and resources for our patients. We strive to attract professionals who believe in our mission, vision and are dedicated to the service of our patients and their families creating a memorable experience through compassion, respect, and kindness.”

Job Summary

Is responsible for driving membership growth through an assigned portfolio of agencies, brokers, and licensed producers. This position owns agency activation, producer engagement, portfolio productivity, and enrollment performance within the assigned market or territory. The Distribution Growth Lead builds and develops productive agency relationships, identifies growth opportunities, activates newly contracted agencies and agents, and works directly with producers to increase Sanitas Care awareness, engagement, and enrollment production.

The role operates as the commercial growth owner for the assigned agency portfolio, using performance data to prioritize agencies and producers, develop targeted growth plans, and execute field and relationship strategies that translate distribution capacity into sustained membership growth.

Essential Job Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

- Own enrollment growth for an assigned agency portfolio, with accountability for agency activation, active-agent growth, producer productivity, and achievement of assigned enrollment targets.

- Build and maintain strong relationships with agencies, brokers, and licensed producers to position Sanitas Care as a preferred healthcare solution and increase producer engagement.

- Activate newly contracted agencies and agents, moving relationships from contracting and onboarding into active and sustained production.

- Develop agency and producer growth plans based on portfolio opportunity, historical production, market potential, and established commercial priorities.

- Identify and activate high-potential producers within assigned agencies and increase the number of agents actively selling Sanitas Care.

- Drive producer productivity through regular engagement, sales support, product education, performance conversations, field activity, and targeted commercial activation.

- Monitor portfolio performance including enrollments, active agencies, active agents, agency activation rate, members per active agent, and producer productivity.

- Use CRM and commercial performance data to prioritize activity, identify underperforming agencies or producers, and implement corrective growth actions.

- Maintain an active agency and producer pipeline, documenting relationship activity, opportunities, commitments, and next actions in the CRM.

- Conduct agency meetings, broker presentations, trainings, field visits, and commercial activation activities designed to generate enrollment.

- Identify opportunities to expand the distribution footprint through new agencies, producers, strategic relationships, and market opportunities.

- Partner with Business Development Managers to ensure a seamless transition of newly established agency relationships from business development into activation, producer engagement, and ongoing enrollment growth.

- Partner with Agency Account Specialists to resolve onboarding, service, commission, access, or operational barriers affecting agency production.

- Partner with Sales Operations to ensure agency, producer, pipeline, attribution, and enrollment information is accurate and actionable.

- Partner with Marketing to execute producer campaigns, events, materials, and market activation strategies supporting agency growth.

- Provide regular portfolio forecasts and performance updates including enrollment outlook, agency opportunities, risks, barriers, and recommended actions.

- Support Open Enrollment and product launches through agency readiness, producer activation, training, relationship management, and field execution.

- Ensure agency and producer activity follows approved product messaging, licensing requirements, attribution standards, enrollment processes, and commercial policies.

- Perform other duties and special projects as assigned.

Key Performance Indicators (KPIs)

- Gross enrollments and achievement of assigned enrollment targets

- Active agents / producers

- Members per active agent

- Enrollment productivity by agency and producer

- Percentage of assigned portfolio actively producing

- Producer activation and reactivation

- Agency portfolio growth

- Pipeline and forecast accuracy

- CRM activity and opportunity discipline

- Open Enrollment and product launch performance

Qualifications

Supervisory Responsibilities

This position has no supervisory responsibilities

Required Education

- Bachelor’s degree in Business Administration, Marketing, Healthcare Administration, Insurance, or a related field.

- Equivalent combination of education and relevant professional experience may be considered.

Preferred Experience

- Five or more years of relevant experience in sales, broker distribution, agency development, business development, healthcare, health insurance, or a related commercial environment.

- Minimum of two years of experience actively selling health insurance products under a Florida 2-15 license.

- Demonstrated experience developing and managing broker, agency, producer, or other B2B distribution relationships.

- Demonstrated track record of health insurance sales and achievement of sales, enrollment, membership, or revenue growth targets.

- Experience using sales performance data and CRM tools to manage a portfolio, pipeline, and commercial activity.

- Healthcare, health benefits, insurance, Medicare/ACA, membership, or other regulated sales experience strongly preferred.

Required Licenses and Certifications

Active Florida 2-15 Health & Life Agent License required. Candidate must be appropriately licensed and authorized to sell health insurance products in the State of Florida. Candidates who do not meet this requirement are not eligible for the position.

Minimum of two years of experience actively selling health insurance products under a Florida 2-15 license is also required.

Required Knowledge, Skills, and Abilities

- Agency & Broker Distribution: Strong understanding of broker, agency, and producer distribution models and how to activate and grow producer relationships.

- Sales & Growth: Strong ability to translate agency relationships and market opportunities into measurable enrollment growth.

- Relationship Management: Ability to establish credibility and long-term commercial relationships with agency principals, brokers, and licensed producers.

- Performance Management: Ability to analyze portfolio performance, identify opportunities and gaps, and execute actions that improve productivity.

- Commercial Execution: Strong sense of ownership, urgency, follow-through, and accountability for assigned growth targets.

- Presentation & Influence: Strong presentation, training, negotiation, and communication skills with the ability to influence external commercial partners.

- CRM Discipline: Working knowledge of CRM platforms, preferably Salesforce, including pipeline, activities, agency records, opportunities, and performance reporting.

- Market Development: Ability to identify new distribution opportunities and expand producer engagement within an assigned territory .

- Cross-Functional Collaboration: Ability to work effectively with Commercial Performance, Business Development, Agency Support, Sales Operations, Marketing, Revenue, Product

Preferred Qualifications

- Experience in healthcare, health insurance, health benefits, ACA, Medicare, membership programs, or related regulated commercial environments.

- Established relationships with brokers, agencies, or producers in the assigned market.

- Experience building or scaling an agency or broker distribution channel.

- Experience launching new healthcare products or entering new markets.

Financial Responsibilities

This position is accountable for commercial growth within the assigned portfolio and may make recommendations related to agency activation, commercial investments, events, and producer engagement. Financial approval authority is governed by established company delegation and approval policies.

Budget Responsibilities

N/A

Languages

- Advanced English is mandatory.

- Bilingual Spanish is preferred.

Travel

Regular travel within the assigned market and occasional travel to Sanitas locations, agency and broker meetings, trainings, employer meetings, community events, and industry events may be required to support relationship development and commercial activation.